CRDO 是五年期高风险但受青睐的 AI 连接标的，在五个标的中上行空间/风险最高：若 AI 基础设施扩张、数据中心需要更复杂的连接，CRDO 可能大幅成长；他预计 2027 年超过 300 美元并持有该股，但它不会从所有 AI 系统中同等受益。
逐段跳播
第五只股票是 Credo Technology（CRDO），它解决了 AI 连接中的瓶颈问题。正如我所说，这只股票是今天名单上五只中上涨潜力最大的，但风险也最大。所以，在你踏上这段旅程之前要清楚，这并不容易，但我相信机会很大，因为随着 AI 基础设施的扩张，Credo 解决的问题正变得越来越重要，那就是连接。
The fifth stock is Credo Technology (CRDO), which solves the bottleneck problem in AI connectivity. As I said, this stock has the greatest upside potential of the five on today's list, but it also carries the greatest risk.
So, be aware before you embark on this journey that it will not be easy, but I believe the opportunity is great because Credo solves a problem that is becoming increasingly important as AI infrastructure expands , namely connectivity.
想象一下，一个 AI 数据中心里装满了成千上万颗强大的处理器、Nvidia 芯片和 AMD 图形处理器。这些处理器需要交换海量信息，而且必须快速、可靠、高效地完成。因为如果你的处理器速度很快、性能很强，但无法足够快地传输数据，那你就是在白白花大钱。
你在浪费昂贵的算力，而 Credo 正是为此而来。Credo 开发超高速通信解决方案。其主要产品类别之一是主动式电缆（AEC）。这些电缆利用电子器件帮助维持信号完整性，并实现高速数据传输。随着数据中心变得越来越复杂，这一点尤其有价值。
Imagine having an AI data center filled with thousands of powerful processors, Nvidia chips, and AMD graphics processing units. These processors need to exchange enormous amounts of information, and they have to do so quickly, reliably, and efficiently.
Because if your processors are very fast and powerful, but they cannot transfer data quickly enough, you are spending a lot of money for nothing. You are wasting expensive computing power, and that's where Credo comes in.
Credo develops ultra-fast communication solutions. One of its main product categories is active electrical cables (AECs ). These cables use electronics to help maintain signal integrity and enable high-speed data transmission.
This is especially valuable as data centers become increasingly complex .
回到“Investing Pro”平台，你可以清楚地看到股票图表中的波动。不过，股价最高达到309，最低为86。这是股价的巨大波动。看看右侧展示的投资模型，你可以看到大约230的估值。
分析师认为，该股在未来十二个月将走向280。至于我，我更为乐观，因为我预计到2027年股价会以3开头。不，我说的不是每股30美元，而是每股300美元以上。
Returning to the "Investing Pro" platform, you can clearly see the fluctuations in the stock chart. However, the price reached a high of 309 and a low of 86. This is a huge fluctuation in the stock price.
Looking at the investment models shown to your right, you can see an approximate value of 230. Analysts believe the stock is headed towards 280 over the next twelve months. As for me, I am more optimistic , as I expect the stock price to start at the number three by 2027.
No, I am not talking about $30 per share, but about more than $300 per share .
那么，为什么我至少在接下来五年里看好 Credo？我的论点非常清晰直接。如果 AI 基础设施继续扩张——我相信会如此——并且数据中心需要更复杂的连接，Credo 可能会成为一家规模大得多的公司。
Nvidia 还是 AMD 赢得这份图形处理器合同，并不一定重要。更广泛的人工智能系统仍然需要传输数据。当然，这并不意味着 Credo 能从所有基础设施中同等受益。不同的 AI 系统使用不同的通信技术，这构成了一个重大风险。
但我认为，Credo 已经把自己定位在 AI 基础设施市场中一个非常有吸引力的细分领域。
So, why do I love Credo for at least the next five years? My thesis is perfectly clear and straightforward. If the AI infrastructure continues to expand , which I believe it will, and data centers require more sophisticated connectivity, Credo could become a much larger company .
It doesn't necessarily matter whether Nvidia or AMD wins this graphics processor contract. The broader artificial intelligence system still needs to transfer data. Of course, this does not mean that Credo benefits equally from all infrastructure.
Different AI systems use diverse communication technologies, and this represents a significant risk . But I think Credo has positioned itself in a very attractive segment of the AI infrastructure market.
尽管我持乐观态度，但正如我提到的，这个仓位涉及更高的风险。因此，确定仓位规模很重要。但如果你不介意，这是我在未来五年乃至更长时间里，在 AI 基础设施中最喜欢的高风险机会之一。
Despite my optimism, as I mentioned, this position involves higher risks. Therefore, determining the size of the financial center is important. But if you don't mind, this is one of my favorite high-risk opportunities in AI infrastructure for the next five years and beyond.
Marvel 和 Creedo 都涉足通信技术。最终，这五家公司都在不同程度上依赖于人工智能基础设施需求的持续增长。因此，持有全部五只股票并不自动意味着你实现了投资分散。但在我回答之前，是的，这五只股票我都持有。我期待在这五个标的上建立更大的仓位。
Both Marvel and Creedo have exposure to communication technologies. Ultimately, and to varying degrees, all five companies depend on the continued demand for artificial intelligence infrastructure .
Therefore, owning all five stocks does not automatically mean that you have diversified investments. But before I answer, yes , I own all five shares. I will look forward to building larger centers in these five names.
接下来是 Credo。那是一个高风险机会，可以受益于日益复杂的 AI 连接需求。
Then comes Credo. That is a high-risk opportunity that could take advantage of the increasingly complex AI connectivity requirements.
这个频道对 $CRDO 的历次判断
Mark Roussin, CPA 在这只股票上共 4 条判断，这里只列相邻的几条。